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Collaborate closely with the Client's senior management team (e.g. Chief Investment Officer, Chief Risk Officer, Head Portfolio Managers, Head of Investment Operations, Chief Technology Officer) and provide strong leadership throughout the Aladdin implementation.
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Responsible for the supervision and development of an Investment Officer. Three (3) years of investment management experience at a position equivalent to an APM or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in assets, or seven years of such responsibility at a firm of any size, may substitute for an undergraduate degree in a different field than described above.
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Four (4) years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm. SFERS seeks an experienced investment professional for the position of Associate Portfolio Manager (“APM”) for its Absolute Return portfolio.
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The Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients.
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Work closely with Self-Help’s Green Senior Business Development Officer and teammates to identify energy efficiency and clean energy generation opportunities that help enhance the Commercial Lending team’s existing sector focus areas.
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Candidates will ideally have at least five years of experience practicing with a law firm, closed-end, mutual fund or ETF complex, fund servicing organization, investment advisory firm, or applicable regulatory agency dealing with the Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, and related rules, regulations, guidance, and practices.
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Description Overview:The Co-Chief Investment Officer will partner with the existing CIO and co-lead the management, oversight and execution of the investment processes within Active Index Advisors (“AIA.
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Not only will you work with various teams to effectively identify and reach our target client personas, but you will also have a direct line to the Innovation Department Operations Manager and work closely with the firm’s Chief Innovation Officer and Senior Director of Innovation.
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Working closely with and reporting to the Chief Investment Officer, as well as directly with Sobrato family members, this newly-created position will play a key role in facilitating the familyâ€s impact investments.
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Experience interacting with Investment Banks, Research Analysts, and Board member. Lead high performing Finance team, reporting directly to the Chief Financial Officer. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits.
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We are looking for a VP, CCO, for our Broker-Dealer and Registered Investment Advisor located in the San Francisco Bay Area. This is a critical role overseeing compliance for core parts of Forge’s business, reporting directly to the Head of Compliance.
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We are currently seeking a Real Estate Investment Banker to join our team and support our growth and expansion plans. Chief Growth Officer for digital health startup (B2B, hospitals and payers.
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Reporting directly to the Chief Financial Officer (CFO), you will lead the Finance & Strategy and Investor Relations teams to execute on a broad array of responsibilities. Proven experience (15+ years) in Strategic Finance, Corporate Finance or Investment Banking, in a fast-paced, high-growth environment.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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We are seeking a highly experienced and strategic Chief Financial Officer (CFO) to join their executive team and provide financial leadership and guidance to support the company's success. Drive financial due diligence for potential acquisitions, partnerships, and investment opportunities.
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investment officer jobs in San Francisco, CA
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